CLEARPATH What is your firm's recurring work actually costing you?
Enter four numbers. See the hours, dollars, and full-time-equivalents trapped in your client accounting line, and what freeing them is worth over three years.
Your firm
Assumptions behind this estimate
Working year: 1,920 hours per full-time person. Book production is driven by your monthly books at ~4 production hours per book per month; automation typically frees ~80% of that time (valued at $80/hr), capped by your bookkeepers' capacity where you have dedicated bookkeepers. Accountants/staff are modeled at 25% of their year recoverable (review, cleanup, statement collection, prep data assembly, reporting; valued at $150/hr). Partners at 7.5% (review, client data questions; valued at $300/hr). The role differences are captured in the share of time recoverable (the coefficients above): heavy at the bookkeeping level, light at the partner level. A flat 80% realization rate then discounts freed time that doesn't convert to billable or cost-saving use. Three-year value is annual value × 3, with no growth assumed. These are modeling defaults drawn from our founding engagement and industry benchmarks. The 20-minute AI Snapshot replaces them with your firm's actual roles, rates, and client counts.